Purchases and Sales Made in Q4 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 2024. The information is specifically focused on institutions that hold shares of VanEck Merk Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
355K+ 2430.0% |
$8.77M - $9.54M
|
369K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
246K+ 2477.4% |
$6.07M - $6.61M
|
256K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
160KNew |
$3.94M - $4.29M
|
160K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
100K+ 36.3% |
$2.48M - $2.7M
|
377K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
64.6K+ 8.01% |
$1.6M - $1.74M
|
871K
$23.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.8K+ 133.93% |
$1.55M - $1.69M
|
110K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.7K+ 23.85% |
$1.33M - $1.44M
|
279K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.9K+ 68.85% |
$1.21M - $1.31M
|
120K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
31.9K+ 7.7% |
$790K - $859K
|
447K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.4K+ 151.21% |
$504K - $549K
|
33.9K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
20K+ 15.04% |
$494K - $538K
|
153K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.6KNew |
$485K - $528K
|
19.6K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
19KNew |
$470K - $512K
|
19K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$325K - $354K
|
13.2K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 33.02% |
$295K - $321K
|
48K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10K+ 4.66% |
$248K - $270K
|
226K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9KNew |
$222K - $242K
|
9K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
6.05K+ 43.56% |
$149K - $163K
|
19.9K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 20.82% |
$137K - $149K
|
32.1K
$881K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.59K+ 1.5% |
$88.7K - $96.6K
|
242K
$6.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.14K+ 1.45% |
$52.9K - $57.6K
|
149K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 6.2% |
$48.5K - $52.7K
|
33.6K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.95K+ 23.29% |
$48.1K - $52.3K
|
10.3K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.9K+ 8.58% |
$46.9K - $51.1K
|
24K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.64KNew |
$40.5K - $44.1K
|
1.64K
$45K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.44K+ 5.0% |
$35.6K - $38.7K
|
30.2K
$830K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 0.17% |
$31K - $33.8K
|
758K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
496+ 4.13% |
$12.3K - $13.3K
|
12.5K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
384+ 2.59% |
$9.49K - $10.3K
|
15.2K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
340New |
$8.4K - $9.15K
|
340
$9.33K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
278+ 2.5% |
$6.87K - $7.48K
|
11.4K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$24.7 - $26.9
|
1
$27.5
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-14- 0.03% |
$346 - $377
|
41.6K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-801- 3.26% |
$19.8K - $21.5K
|
23.7K
$652K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 2.46% |
$27.2K - $29.6K
|
43.5K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.47K- 1.8% |
$36.3K - $39.5K
|
80.1K
$2.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.7K- 17.07% |
$66.8K - $72.7K
|
13.1K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.69K- 31.63% |
$91.2K - $99.3K
|
7.98K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.3K- 43.47% |
$131K - $143K
|
6.9K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.23K- 6.29% |
$154K - $167K
|
92.8K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-6.82K- 7.67% |
$169K - $183K
|
82.1K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$257K - $280K
|
10
$275
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-35.7K- 9.19% |
$882K - $959K
|
352K
$9.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-127K- 2.89% |
$3.14M - $3.42M
|
4.27M
$117M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 94.28% |
$5.96M - $6.48M
|
14.6K
$401K
|